Administrative Assistant

4 weeks ago


Wellesley, Massachusetts, United States Equitable Advisors LLC Full time
Administrative Assistant

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As an Administrative Assistant, you will provide essential support to our practice, assisting with paperwork processing and organization, scheduling and coordinating client review appointments, and providing general administrative support to the team.

Responsibilities:

  • Assist with paperwork processing and organization
  • Schedule and coordinate client review appointments
  • Provide general administrative support to the team
  • Utilize remote work technology solutions effectively

Qualifications:

We are looking for candidates who are detail-oriented, proactive, and possess strong organizational skills. Prior experience in administrative roles is preferred but not required. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success in this role.

About Us:

Equitable Advisors LLC is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. Join us in making a positive impact on the future of individuals and businesses by offering financial services and products that address evolving needs.

Our Culture:

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.

Benefits and Compensation:

We offer a comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).

Join Our Team:

At Equitable Advisors LLC, we strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. If you are a motivated and detail-oriented individual who is passionate about providing exceptional support, we encourage you to apply for this exciting opportunity.



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